Google Sheets identity lookup workflow documented

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Google Sheets identity lookup workflow documented

  • Day: 2026-06-04
  • Time: 11:35 to 11:45
  • Project: Dev
  • Workspace: WP 2: Operational
  • Status: Completed
  • Priority: MEDIUM
  • Assignee: Matías Nehuen Iglesias
  • Tags: Google-Sheets, Lookup, Data-Cleaning, Normalization, Quality-Control

Description

Session Goal

Document and operationalize a Google Sheets workflow for joining person records using normalized identity keys, with the goal of reliably filling Estado from a reference table while reducing matching errors.

Key Activities

  • Reviewed a practical join pattern for Google Sheets based on a technical normalized key derived from official identity fields.
  • Considered formula-based approaches for key creation and record matching, including XLOOKUP and VLOOKUP alternatives.
  • Included basic QA checks to detect missing matches and duplicate keys, improving data quality before downstream use.
  • The session content also contained repeated placeholder entries labeled as CSV name tasks, but no additional actionable detail was provided there.

Achievements

  • Clarified a reusable lookup workflow for identity-based joins in Sheets.
  • Established the intent to normalize identity data before matching, which improves consistency and reduces false mismatches.
  • Identified validation steps needed to make the process safer for operational use.

Pending Tasks

  • Implement the normalized key formula in the target spreadsheet.
  • Test XLOOKUP/VLOOKUP behavior on real records and confirm the best fallback strategy.
  • Add QA checks for unmatched rows and duplicate technical keys.
  • Determine whether the CSV name-task placeholders require follow-up or can be ignored.

Evidence

  • source_file=2026-06-04.sessions.jsonl, line_number=6, event_count=0, session_id=f6d99db9840be61e9608be91ae9ffc237ca41cbe36924425a4f2b0bc7e938f6d
  • event_ids: []

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